Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,170 | $83,337+245.8% | $67,834+324.8% | $273,961+5.2% |
| Participation rate | 88.2% | 76.4%+11.8pp | 68.8%+19.4pp | 83.0%+5.2pp |
| Annual return | 7.31% | 259.45%-252.1pp | 138.47%-131.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $5,038 | $3,287+53.3% | $2,403+109.6% | $4,869+3.5% |
| Participant deferral / active EE | $8,593 | $4,088+110.2% | $3,160+172.0% | $5,287+62.5% |
| Admin fee / account holder | $17,392 | $6,752+157.6% | $4,622+276.3% | $10,132+71.7% |